GRP
MIDD icon

Global Retirement Partners’s Middleby MIDD Stock Holding History

Global Retirement Partners’s Portfolio MIDD Stock Details MIDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$69.3K Buy
466
+452
+3,229% +$59.3K ﹤0.01% 2147
2025
Q3 		$1.86K Hold
14
– – ﹤0.01% 3344
2025
Q2 		$2.02K Buy
+14
New +$1.97K ﹤0.01% 3238
2024
Q4 		$1.9K Hold
14
– – ﹤0.01% 3089
2024
Q3 		$1.95K Hold
14
– – ﹤0.01% 2947
2024
Q2 		$1.72K Sell
14
-178
-93% -$24.1K ﹤0.01% 3025
2024
Q1 		$30.9K Sell
192
-8
-4% -$1.18K ﹤0.01% 1623
2023
Q4 		$27.8K Buy
200
+10
+5% +$1.27K ﹤0.01% 1600
2023
Q3 		$23.8K Sell
190
-58
-23% -$8.24K ﹤0.01% 1577
2023
Q2 		$36.7K Buy
248
+76
+44% +$10.7K ﹤0.01% 1421
2023
Q1 		$25K Buy
172
+168
+4,200% +$25K ﹤0.01% 1541
2022
Q4 		$536 Hold
4
– – ﹤0.01% 2745
2022
Q3 		$1K Sell
4
-74
-95% -$10.4K ﹤0.01% 2511
2022
Q2 		$10K Sell
78
-1
-1% -$144 ﹤0.01% 1635
2022
Q1 		$11K Buy
+79
New +$14.3K ﹤0.01% 1589
2021
Q4 		– Sell
-10
Closed -$2K – 1184
2021
Q3 		$2K Buy
+10
New +$1.81K ﹤0.01% 1838
2020
Q1 		– Sell
-80
Closed -$9K – 1645
2019
Q4 		$9K Sell
80
-25
-24% -$2.87K ﹤0.01% 1175
2019
Q3 		$12K Hold
105
– – ﹤0.01% 1077
2019
Q2 		$14K Hold
105
– – ﹤0.01% 1026
2019
Q1 		$14K Hold
105
– – ﹤0.01% 952
2018
Q4 		$11K Sell
105
-20
-16% -$2.28K ﹤0.01% 944
2018
Q3 		$16K Hold
125
– – ﹤0.01% 899
2018
Q2 		$13K Hold
125
– – ﹤0.01% 933
2018
Q1 		$15K Hold
125
– – ﹤0.01% 847
2017
Q4 		$17K Hold
125
– – ﹤0.01% 764
2017
Q3 		$16K Hold
125
– – 0.01% 706
2017
Q2 		$15K Hold
125
– – 0.01% 676
2017
Q1 		$17K Hold
125
– – 0.01% 598
2016
Q4 		$16K Buy
+125
New +$15.7K 0.01% 568

Other funds holding MIDD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GIM
Garden Investment Management Greenwich, Connecticut $586M AUM 15.35% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Global Retirement Partners's MIDD Position: Q4 2025 in Review

Global Retirement Partners increased its Middleby (MIDD) stake by 3,229% in Q4 2025, buying an estimated $59.3K and bringing the position to 466 shares worth $69.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2147.

Global Retirement Partners first reported a position in MIDD in Q4 2016 and has held it in 29 quarters since. 410 funds tracked by Wall St. Rank hold MIDD as of Q4 2025.

  • Global Retirement Partners held 466 shares of Middleby worth $69.3K as of Q4 2025.
  • Global Retirement Partners bought 452 Middleby shares in Q4 2025, an estimated $59.3K.
  • Middleby made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2147 holding.
  • Global Retirement Partners first reported a position in Middleby in Q4 2016 and has held it in 29 quarters since.
  • 410 funds tracked by Wall St. Rank held Middleby as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.